I began my career in 1989 as a financial adviser here in Ocala with the local Merrill Lynch office. After serving seven years with Merrill Lynch I had the privilege of joining PaineWebber and UBS Financial Services as a financial adviser and the Branch Manger of the Ocala office. During this nearly 20 year journey I worked with three of the largest investment firms in the world. I found that bigger is not necessarily better and decided I had a better way. A Better Way to Plan - A Better Way to Invest - A Better Way to Manage. A way to provide clients with personalized investment strategies, a Trusted Financial Adviser and the backing of one of the most trusted names in finance. With this goal in mind I opened Ergle Financial Services, as an independent firm. I partnered with and offer securities through Raymond James Financial Services Inc. As an independent adviser I am free to select the products, services and advise that is best for my clients.
At Ergle Financial Services, We know our clients and they know us. Greg has developed relationships built upon trust and respect. He focuses on what he believes are practical and time tested processes to deliver financial solutions to meet the needs of each client. Being associated with Raymond James we offer a complete line of investment, insurance, annuity, personal and business financial services. Raymond James has earned an enviable reputation for its conservative management and adherence to core principles of investing, while consistently putting the interest of their clients first.
As our client, you can be confident that your adviser has the freedom to make appropriate recommendations based solely on on your specific needs. Yet, you have access to the full resources and expertise of a highly respected financial services firm with over 50 years of integrity and client assets approximately $604 Billion*.
Gregory G Ergle and Raymond James... working together to continue a tradition of excellent client service and sound conservative management.
*As of 9/30/2016
Raymond James Financial Services, Inc.,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.